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Non-Tech : Amati investors
AMTX 1.950-5.1%Nov 13 3:59 PM EST

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To: SteveG who wrote (14149)4/13/1997 11:25:00 PM
From: srvhap   of 31386
 
Excellent Post Steve.

I think you have hit the nail on the head here. I have asked many times in the past about the revenue that can be expected from licensing (this is also one of the questions I have for Amati if I can ever get to speak to a warm body there). Also, what do we know about their maufacturing capabilities, how many modems could the produce in a pinch. Who are they going to use for their out sourceing (this may have been anwsered but I don't recall). A while ago I posted some projections for the market - I will try and dig up the post, never got much in the way of a response. My conclusion was that we have been overly optimistic about the prjections.
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